ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $235,983 | +62.0% | 1,534,050 | +67.0% | 0.49% | +65.2% |
Q2 2023 | $145,648 | +16.2% | 918,565 | +1.8% | 0.30% | +12.5% |
Q1 2023 | $125,309 | +26.1% | 901,963 | +9.4% | 0.26% | +10.0% |
Q4 2022 | $99,412 | -99.9% | 824,790 | +25.8% | 0.24% | +18.3% |
Q3 2022 | $78,353,000 | +36.5% | 655,728 | +43.1% | 0.20% | +34.7% |
Q2 2022 | $57,398,000 | -25.9% | 458,306 | -6.0% | 0.15% | -15.3% |
Q1 2022 | $77,421,000 | +21.0% | 487,324 | +32.0% | 0.18% | +22.9% |
Q4 2021 | $64,010,000 | +14.0% | 369,254 | +0.4% | 0.14% | +2.1% |
Q3 2021 | $56,135,000 | -4.1% | 367,693 | -5.4% | 0.14% | -5.4% |
Q2 2021 | $58,535,000 | +5.7% | 388,679 | -5.6% | 0.15% | -5.1% |
Q1 2021 | $55,392,000 | +3.8% | 411,720 | +2.6% | 0.16% | -2.5% |
Q4 2020 | $53,385,000 | +8.1% | 401,277 | -1.4% | 0.16% | -4.7% |
Q3 2020 | $49,386,000 | +33.1% | 406,907 | +16.9% | 0.17% | +20.7% |
Q2 2020 | $37,108,000 | +55.6% | 348,042 | +22.9% | 0.14% | +26.1% |
Q1 2020 | $23,847,000 | -6.3% | 283,190 | +7.5% | 0.11% | +14.4% |
Q4 2019 | $25,451,000 | +9.1% | 263,529 | -1.6% | 0.10% | -2.0% |
Q3 2019 | $23,321,000 | -6.4% | 267,876 | -7.8% | 0.10% | -10.0% |
Q2 2019 | $24,925,000 | +4.7% | 290,511 | +0.3% | 0.11% | 0.0% |
Q1 2019 | $23,808,000 | +16.3% | 289,530 | +1.5% | 0.11% | +0.9% |
Q4 2018 | $20,466,000 | -24.1% | 285,240 | -9.6% | 0.11% | -15.5% |
Q3 2018 | $26,955,000 | +10.9% | 315,559 | +1.7% | 0.13% | +1.6% |
Q2 2018 | $24,313,000 | +44.5% | 310,431 | +36.1% | 0.13% | +39.6% |
Q1 2018 | $16,827,000 | +11.6% | 228,109 | +10.6% | 0.09% | +11.0% |
Q4 2017 | $15,083,000 | – | 206,190 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |